AI Gives Answers. Guidance Requires Judgment.
Artificial intelligence has given financial professionals powerful tools to analyze data and model scenarios faster than ever. Yet, navigating market volatility, major life transitions, and behavioral blind spots requires something technology cannot provide: human judgment. Discover why the real value of a financial professional lies in behavioral coaching, personal context, and strategic guidance.
Legacy Capital’s Jason Prather Featured in AMP’s Small Business Insurance Q&A
In a recent feature for Arkansas Money & Politics, Legacy Capital Partner and Managing Principal Jason Prather discusses the critical role life insurance plays on a business balance sheet, exploring key person coverage, buy-sell agreements, and powerful tax efficiencies for business owners.
Does the New Tax Law Impact Your Estate Strategy?
The federal estate tax exemption remains at an all-time high. For some families, that is genuinely good news. But it may also be creating a false sense of security, especially if you live in one of the states that sets its own rules or if your estate strategy was written before the law changed.
Understanding the Emotions Behind Financial Decisions
February is an interesting month in the financial calendar. The holiday excitement has faded, credit card bills from December have arrived, and tax season is in full swing.